Privacy Policy

1. Information We Collect

 

We may collect:

 

• Your name, email address, and phone number (via contact forms or email)

• Business name and financial information (for accounting purposes)

• Cookies and analytics data (to improve our website performance)

 

2. How We Use Your Information

 

We use your data to:

 

• Respond to enquiries and provide accounting services

• Maintain client records and comply with legal obligations

• Improve our website and communications

• Send occasional updates (only if you’ve opted in)

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3. Lawful Basis for Processing

 

We process personal data under one or more of the following lawful bases:

 

• Performance of a contract

• Legal obligation (e.g., HMRC requirements)

• Legitimate interest

• Consent (for marketing communications)

 

4. Data Sharing

 

We do not sell or rent your information.

We may share data only with:

 

• Regulatory bodies (where required by law)

• Trusted service providers such as Xero or Wix, used for secure data processing

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5. Data Retention

 

We retain personal data only as long as necessary to fulfil legal, accounting, or reporting requirements.

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6. Your Rights

 

Under the UK GDPR, you have rights to:

 

• Access, correct, or delete your data

• Object to processing

• Withdraw consent
  To exercise these rights, please contact:
  📧 contactme@jacksonlee.co.uk

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7. Cookies

 

Our website uses cookies for basic functionality and analytics. You can adjust your browser settings to disable cookies if you prefer.

 

8. Contact Us

 

If you have any questions about this Privacy Policy or how we process your data, contact us at:

Jackson Lee Accountants, 10 St. Mary's Place, Bury, Greater Manchester. BL9 0DZ

📧 contactme@jacksonlee.co.uk

Marketing to businesses

We sometimes contact limited companies and LLPs that we think may benefit from our services. We take the company's name, number, registered office and directors' names from the public register at Companies House. If a business publishes a contact email on its own website or social media page, we may use it. We do this under our legitimate interest in promoting our services to local businesses. We don't email sole traders or partnerships unless they have asked us to, and we never buy contact lists. Every message tells you who we are and how to opt out. If you ask us not to contact you, we stop straight away and keep only enough detail to make sure we don't contact you again. If we don't hear back, we delete your details within 12 months.

Complaints

If you're unhappy with how we've handled your personal data, please contact us first using the details on this page. We'll acknowledge your complaint within 30 days and respond in full as soon as we can. You can also complain to the Information Commissioner's Office at ico.org.uk/make-a-complaint or on 0303 123 1113. Our ICO registration number is ZA502346.